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Steward Partners Investment Advisory, LLC: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on BRO, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 25,976 BRO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,976 shares
    Change vs previous 13F -6,189 shares

    0.01% of the 13F portfolio, value $1,666,364.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,165 shares
    Change vs previous 13F +3,897 shares

    0.01% of the 13F portfolio, value $2,097,491.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 28,268 shares
    Change vs previous 13F +61 shares

    0.01% of the 13F portfolio, value $2,252,952.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,207 shares
    Change vs previous 13F -1,817 shares

    0.02% of the 13F portfolio, value $2,645,576.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,024 shares
    Change vs previous 13F +1,442 shares

    0.03% of the 13F portfolio, value $3,328,788.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,582 shares
    Change vs previous 13F -9,281 shares

    0.03% of the 13F portfolio, value $3,555,543.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 37,863 shares
    Change vs previous 13F +26 shares

    0.03% of the 13F portfolio, value $3,862,833.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 37,837 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,919,870.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).